S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,884
New
Increased
Reduced
Closed

Top Buys

1 +$144M
2 +$56.3M
3 +$23.1M
4
PTON icon
Peloton Interactive
PTON
+$12.3M
5
ABT icon
Abbott
ABT
+$4.12M

Top Sells

1 +$207M
2 +$23.7M
3 +$23.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.85M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.74M

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 5.03%
3 Financials 4.21%
4 Healthcare 3.41%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$1K ﹤0.01%
+30
2652
$1K ﹤0.01%
+111
2653
$1K ﹤0.01%
+3
2654
$1K ﹤0.01%
33
2655
$1K ﹤0.01%
358
2656
$1K ﹤0.01%
111
+11
2657
$1K ﹤0.01%
+24
2658
$1K ﹤0.01%
+29
2659
$1K ﹤0.01%
12
2660
$1K ﹤0.01%
21
2661
$1K ﹤0.01%
26
-73
2662
$1K ﹤0.01%
+133
2663
$1K ﹤0.01%
36
2664
$1K ﹤0.01%
92
-19
2665
$1K ﹤0.01%
33
2666
$1K ﹤0.01%
134
2667
$1K ﹤0.01%
+39
2668
$1K ﹤0.01%
+58
2669
$1K ﹤0.01%
+134
2670
$1K ﹤0.01%
+100
2671
$1K ﹤0.01%
+349
2672
$1K ﹤0.01%
8
2673
$1K ﹤0.01%
44
2674
$1K ﹤0.01%
+324
2675
$1K ﹤0.01%
+26